Fidelity Life: here when it matters since 1973.
By Kath Johnson, Chief Insurance Officer.
At Fidelity Life we’re driven by our purpose to give New Zealanders certainty to enjoy a more rewarding life, and are focused on our goal of protecting even more New Zealanders.
When financial adviser Gordon Watson and his wife Shirley established Fidelity Life in 1973, they did so with a firm belief in the value of financial advice.
49 years later our customers are still saying they value good advice and that’s why advisers remain critical to our future.
So we’ve made it our mission to deliver best-in-market support to advisers. We know having the right people in the right roles - especially for those key moments like underwriting and claim time - is key to your success and ours and, of course, to delivering great customer outcomes.
Underwriters you can talk to.
Advisers tell us our highly experienced senior underwriting team are amongst the best in the business. If you’ve got customers with complex cases, then you need to talk to us – and we also welcome pre-application assessments to help you manage customers’ expectations.
We’re also really accessible. Our team is based around the country so you have local support when you need it, and we place huge value on relationships, meaning you can always speak to us directly when you need to.
Monique Ravening
But don’t just take our word for it – we're consistently rated highly in our reinsurance audits, proving we’re solutions based and skilled at offering suitable terms for the customer which also pass the reinsurance test.
The team behind our claims promise.
We’re in the business of paying claims and have paid more than $1.2 billion to our customers since 1973. Our claims promise is our guiding light. It’s the standard we set ourselves to deliver to you and your customers at each step along the claims journey.
Our claims promise
We aim to:
- Get it right first time.
- Act in good faith.
- Communicate regularly and be easy to understand.
- Be fast and efficient.
- Put the right people and expertise on each claim.
Find out more here.
FY21 claims highlights
Find out more here.
Ensuring every claim is matched with the right people and expertise is crucial to delivering a good outcome for the customer.
Our highly skilled claims team have extensive medical knowledge, including a Chief Medical Officer who provides expert medical opinion to our team on how best to support the customer back to wellness.
Reeta Anthony
Kereti Magalogo
We’re also very experienced in clinical advisory, financial assessments and rehabilitation. We partner with the best practitioners available to ensure you and your customers are in good hands with us.
Exciting times ahead!
There’s plenty to look forward to as our transformation progresses and our adviser proposition continues to evolve.
Thanks for your ongoing support, we really appreciate it. While we’ve come a long way together, we know there’s always more that can be done to keep building on our valued partnerships with you.
We’d love to hear your feedback and ideas, so please don’t hesitate to get in touch with one of the team.